BOK Financial Private Wealth’s Shell SHEL Stock Holding History

BOK Financial Private Wealth’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$90.1K	Buy	1,162 +476	+69%	+$41.1K	﹤0.01%	239
2026 Q1	$63.8K	Sell	686 -500	-42%	-$40.4K	﹤0.01%	249
2025 Q4	$87.1K	Hold	1,186	–	–	0.01%	235
2025 Q3	$84.8K	Hold	1,186	–	–	0.01%	217
2025 Q2	$83.5K	Sell	1,186 -417	-26%	-$28K	0.01%	217
2025 Q1	$118K	Sell	1,603 -541	-25%	-$36.4K	0.01%	199
2024 Q4	$134K	Sell	2,144 -310	-13%	-$20.3K	0.01%	189
2024 Q3	$162K	Buy	2,454 +1,176	+92%	+$83.3K	0.01%	179
2024 Q2	$92.3K	Buy	1,278 +2	+0.2%	+$143	0.01%	211
2024 Q1	$85.5K	Buy	1,276 +3	+0.2%	+$192	0.01%	215
2023 Q4	$83.8K	Buy	1,273 +232	+22%	+$15.2K	0.01%	208
2023 Q3	$67K	Hold	1,041	–	–	0.01%	208
2023 Q2	$62.9K	Hold	1,041	–	–	0.01%	214
2023 Q1	$59.9K	Hold	1,041	–	–	﹤0.01%	232
2022 Q4	$59.3K	Sell	1,041 -3,837	-79%	-$212K	﹤0.01%	226
2022 Q3	$243K	Buy	4,878 +2,837	+139%	+$146K	0.02%	158
2022 Q2	$107K	Buy	+2,041	New	+$115K	0.01%	202

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BOK Financial Private Wealth's SHEL Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Shell (SHEL) stake by 69% in Q2 2026, buying an estimated $41.1K and bringing the position to 1,162 shares worth $90.1K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

BOK Financial Private Wealth first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $243K in Q3 2022. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

BOK Financial Private Wealth held 1,162 shares of Shell worth $90.1K as of Q2 2026.
BOK Financial Private Wealth bought 476 Shell shares in Q2 2026, an estimated $41.1K.
Shell made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #239 holding.
BOK Financial Private Wealth first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
BOK Financial Private Wealth's Shell position peaked at $243K in Q3 2022.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.